Asset Planning, Inc Blog

The latest from the team.

My Social Security Account

In an effort to go green, the Social Security Administration is now only mailing Social Security statements to workers 60 years old and over who are not receiving Social Security benefits. They do however offer a convenient online service that allows you to access your benefit information, earnings records and statements as well as complete a number of other services with the Social Security Administration. You will need to create a My Social Security Account to do so. I have included some instructions taken directly from their site to set up your account along with some detailed information on the benefits of using their online services.

Go to https://www.ssa.gov/myaccount

Click on Sign In or Create Account

My Social Security Account 2

What does a my Social Security account let me do?

If you do not receive benefits, you can:

  • new Request a replacement Social Security card if you meet certain requirements;
  • new Check the status of your application or appeal.
  • Get your Social Security Statement, to review:
    • Estimates of your future retirement, disability, and survivors benefits;
    • Your earnings once a year to verify the amounts that we posted are correct; and
    • The estimated Social Security and Medicare taxes you’ve paid.
  • Get a benefit verification letter stating that:
    • You never received Social Security benefits, Supplemental Security Income (SSI) or Medicare; or
    • You received benefits in the past, but do not currently receive them. (The letter will include the date your benefits stopped and how much you received that year.); or
    • You applied for benefits but haven’t received an answer yet.

If you receive benefits or have Medicare, you can:

Thank you for Going Green!

 

Continue reading
  1758 Hits

Social Security Announces Benefit Increase for 2017

The Social Security Administration announced this week that there will be a Cost of Living Adjustment (COLA) for Social Security and Supplemental Security Income (SSI) benefits for more than 65 million Americans. The increase will be 0.3 percent and will start in January 2017. The intention of the increase is to help offset the rising cost of living for seniors.

Medicare premiums for 2017 have still not been announced. We will keep you posted as soon as they are.

Continue reading
  1823 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
emergency folder Economic Security home emergency preparedness kits September 9 Medicare pet supplies Fox News story CFP ® IRS CARES Act water … clone counterfeits pet donation drive disaster areas checklists credit cards investment statements family members news coverage president Trump interest spread identity theft trustee 20 year anniversary TD Ameritrade home emergency kit tax returns IRS deadline policy identity thieves retirement plans client portal flash drive prescription eyeglasses jury duty EEChecklist-Kits.pdf stockpilingchecklist.pdf Roth IRA 2017 Equifax breach estate planning direction blog post insurance policy Medicare Part B Medicare plan 401K estate planning D premiums Wells Fargo customers birth certificates earnings fallout portal April 15 September 30 2020. https ://seekingalpha credit freeze IRA accounts National Ice Cream month Coronavirus Aid emergency kit VOIP landline phones 2017 IRA contributions home mortgages Kiplinger Letter Kraig Mathias October 1 2020. fun facts tax filing deadlines home break-ins privacy settings vacation Federal Trade Commission website July weekend cell phone service provider estate CA FTB operations manager account numbers asset Planning holidays approach phishing sites home COVID -19 virus Retirement Contribution Limits scams 70 1/2. Shred paperwork phone Erin Nelsen donation items text messages car loans clients July 3 rd contribution limit stimulus package payments Healthcare partner /owner Social Security Administration summer gap insurance toilet paper pet industry people medications web address FSA credit monitoring service Expired medications official certification phishing scams credit card fraud Social Security ice cream memorial Day weekend illiegal robocallers tax season fun atmosphere markets records cell phone SIM swap scam pets cell phone carriers offer Flexible Spending Account https :// information Facebook Supplemental Security Income privacy notices app Affordable Care Act padlock opt-out coronavirus February 14 Financial Planning Magazine borrowing money credit card company 4 pm -8pm spam phone Medicare Advantage debt hurricane Dorian money paper records offering insurance California Lions Friends Open House bottom line spring cleaning retirement accounts email notifications banking 23 andme paperwork clutter Joey Gonzales Charles Schwab tax deadline DNA test kits Amazon Facebook profile July 6 Labor Day trust FEMA website Legal robocalls Asset Planning retirement planning Mobile Banking Security Tips donation counts non-prescripstion sunglasses relief efforts June 29 consumer spending Two-Step Verification items company CERTIFIED FINANCIAL PLANNER exam documents Medicare question tax deadlines July 4 market turmoil 900 number life saver January 10 information integral member tax records September 8 insurance policies stock pile Independence Day vision screening executive order business hours ID card Ice Cream Social ice cream event chip-enabled EMV cards card reader increase wells Fargo April 11 Medicare Part B premiums Brexit vote earthquake app clients show support assets phone companies Part D premiums . settlement options April 18 2017. cell phones rescue organizations student loans media accounts 2018 IRA contributions interest rates pet Wells Fargo employees Open Enrollment years Victor Dergunov emergency kits breach health care services Notary Public notary services Auto insurance Orange County house sitter cell phone provider self-help topics “ skimmer ”. Part B drive /usb cell phone carriers parking spots retirement driver license health care costs 2017 TD Ameritrade National LINC Conference team members credit score fees Orange County Superior Court check lists home security Puerto Rico Treasury Department